[WATCH] DEALING WITH EXISTING ANNUITIES
PUBLISHED: JUNE 11, 2019
LEVEL: BEGINNER - EXPERT
REQUEST YOUR FREE ANNUITY VALUATION RESOURCES
ALREADY WORKING WITH A CLIENT? EARN A 5% COMMISSION ON A SUCCESSFULLY PURCHASED ANNUITY!
WHAT IS OUR ANNUITY VALUATION SERVICE?
When it comes to Medicaid planning, understanding how your client’s assets affect their eligibility is crucial. This is especially true when dealing with existing, non-compliant annuities that can’t be surrendered. In these cases, we’ll review your client’s contract to determine how it affects their eligibility, what the fair market value is, and we’ll buy the policy for cash, allowing your client to pursue crisis Medicaid planning and get the benefits they deserve.
WHAT MAKES THE KRAUSE AGENCY DIFFERENT?
We’ve designed our service with Medicaid eligibility in mind. With an average processing time of only two weeks, the entire process, from the initial contract review to wiring the client their money, has been streamlined to make sure your client gets paid as soon as possible. Other companies can take up to two months or longer to release payment, meaning your client is stuck paying the nursing home bill until those funds come through.
BOOST YOUR BOTTOM LINE
For every contract successfully purchased by our office, we’ll give you, the referring agent, 5% commission based on the sale price of the contract. Not only can we help your client eliminate their troublesome asset, we can also help you boost your bottom line.START YOUR FREE QUOTE >
OUR FREE CHEAT SHEET WILLHELP YOU DETERMINE:
- If your client’s annuity can be surrendered
- If the annuity will count as a divestment
- If the annuity is countable as an asset
Send your client’s contract
We assess contract value
We present multiple offers
Client accepts an offer
Client completes paperwork
Client receives funds
ABOUT The Krause Agency
The Krause Agency is a national wholesaler of insurance products used in the elder care industry. As an affiliate to Krause Financial Services, our pioneering, attorney-led firm specializes in educating and advising insurance agents in crisis Medicaid planning for their senior clients.
We customize long-term care solutions across the country. In addition to providing revolutionary products, we work with agents on the strategies and opportunities in crisis planning. We work diligently to ensure we remain up-to-date on all state-specific Medicaid rules and regulations, and our staff of highly-trained Benefits Planners provides one-on-one support for every case our office encounters. When working with us, you can rest easy knowing that you’re working with the industry experts.
We Are Experts In Crisis Medicaid Planning.